Enabling and using the Velocity Global integration

Setting up the Velocity Global integration

• To setup the integration, send an email to integration@velocityglobal.com and let Velocity Global know that you would like to set up an integration with Lever.

• Velocity Global will assign a solutions engineer to assist with the setup process, give guidance, and provide additional resources.

Authorize the integration

• The Velocity Global team will provide you with an authentication URL link
• Paste the URL link in to your internet browser
• You will be redirected to log into the Lever application
• On the modal, log in to Lever
• Review list of requested permissions; click Accept to grant Velocity Global integration access

Configuring the Velocity Global integration

Setup a webhook

Webhooks are a powerful feature that allow Velocity Global to receive real-time notifications when certain events occur in Lever, such as when a new candidate applies or a stage change occurs in a job. To configure webhooks on the Lever application, please follow the steps outlined below. The Velocity Global implementation team will be available to guide you through the process.

• In Lever, navigate to Settings > Integrations and API > Webhooks
• Scroll down to the 'Candidate Hired' webhook
• Toggle the 'Candidate Hired' webhook to the on (blue) position to enable the webhook, if it is not already enabled
• Click + Add webhook
• The Velocity Global team will guide you on completing the webhook setup

Create a custom profile form

Lever does not include all the information by default that the Velocity Global Work Platform™ requires to hire employees. Therefore, your team will need to add this information manually. The Velocity Global implementation team will guide you through each step. 

To create the Velocity Global form, complete the following:

• In Lever, navigate to Settings > Forms
• Click New Form

• To add questions to the form, click the + Add Another Question button at the bottom of the editor.
  • Use the up/down arrow keys on each question block to rearrange the order of questions on the form.
  • To make a question mandatory, hover over the question block and click the asterisk (*) in the upper-right corner.
  • When a question is marked as mandatory, the user filling out the form will be required to input a value in order to submit the form.
• Fill in the following fields as shown in the table below.
  • Type in the form name e.g. ‘Velocity Global Form’
  • Type in the "Velocity Global Sync Form" in the form instructions field

Velocity Global form fields

Velocity Global supports out-of-the-box employee data fields mapping, with the ability to customize any additional fields per client request.

For more information, refer to our help article on configuring and using forms.

• Once you have completed configuring the webhook and Velocity Global form on Lever, contact Velocity Global
• Velocity Global will send you a secure link to transfer your LEVER connection information
• Once Velocity Global has received confirmation that you have the appropriate pipeline stage and custom fields, Velocity Global will set up your integration. This will turn on webhook events from your Lever instance to the Velocity Global Work Platform™. Velocity Global will coordinate with you as this happens so there are no surprises.

Using the Velocity Global integration

Once the integration is live, sync the candidate to Velocity Global by completing the following: 

• In Lever, fill out the Velocity Global form on the candidate opportunity
• Move the candidate opportunity through the interview stages
• Fill out all the Velocity Global form fields
• Mark the candidate as 'Hired'
• The candidate’s data will sync automatically with Velocity Global Platform

Disabling the Velocity Global integration

• In Lever navigate to Settings > Integrations and API
• Under the 'Authorized Apps' tab, locate the Velocity Global app
• Click Revoke access to disable the integration